Bear Creek Fund Advisors Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 3
- Avg AUM / client
- $94.2M
- Accounts
- 3
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $283M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bear Creek Strategic Real Assets Fund Lp | Private Equity Fund | Delaware | $0 | 0 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Silver | Chief Compliance Officer, Chief Financial Officer, Managing Member | Jul 2023 (3y) | Less than 5% | |
| Jonathan David Stern | Managing Member Of Bc Fundco Llc | Jul 2023 (3y) | ≈ 18.75% – 50% via Bc Fundco Llc | |
| Kevin Robert Tulk | Managing Member | Jul 2023 (3y) | Less than 5% | |
| Joseph Hodgesmckenzie Roddy | Managing Member Of Bc Fundco Llc | Oct 2023 (3y) | GP / trustee / elected manager of Bc Fundco Llc (indirect) | |
| Shawn Michael Oneal | Managing Member Of Bc Fundco Llc | Oct 2023 (3y) | ≈ 18.75% – 50% via Bc Fundco Llc | |
| Derek Peters | Registered representative | Apr 2024 (2y) | ||
| Scott Mckinney | Registered representative | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bc Fundco Llc | Managing Member | Oct 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan David Stern: 25% – 50% of Bc Fundco Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Shawn Michael Oneal: 25% – 50% of Bc Fundco Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bear Creek Strategic Real Assets Fund Lp | Private Equity Fund | $0 | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗